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Silver Heights Capital Management’s Polaris PII Stock Holding History

Silver Heights Capital Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-210,272
Closed -$13.3M – 5
2025
Q4 		$13.3M Buy
210,272
+997
+0.5% +$65.6K 5.28% 5
2025
Q3 		$12.2M Sell
209,275
-1,300
-0.6% -$70.1K 5.46% 4
2025
Q2 		$8.56M Sell
210,575
-16
-0% -$603 3.26% 4
2025
Q1 		$8.62M Buy
210,591
+1,617
+0.8% +$77K 3.92% 4
2024
Q4 		$12M Sell
208,974
-74
-0% -$5.15K 5.35% 4
2024
Q3 		$17.4M Sell
209,048
-1,565
-0.7% -$127K 7.28% 4
2024
Q2 		$16.5M Sell
210,613
-9,218
-4% -$781K 6.96% 5
2024
Q1 		$22M Sell
219,831
-1,507
-0.7% -$138K 8.69% 5
2023
Q4 		$21M Buy
221,338
+1,645
+0.7% +$151K 8.08% 5
2023
Q3 		$22.9M Sell
219,693
-95,759
-30% -$11.4M 9.12% 5
2023
Q2 		$38.1M Buy
315,452
+143
+0% +$15.8K 12.02% 4
2023
Q1 		$34.9M Sell
315,309
-201
-0.1% -$22.3K 11.59% 3
2022
Q4 		$31.9M Sell
315,510
-5,160
-2% -$538K 11.87% 4
2022
Q3 		$30.7M Sell
320,670
-1,189
-0.4% -$133K 12.34% 3
2022
Q2 		$32M Buy
321,859
+3,064
+1% +$317K 13.65% 4
2022
Q1 		$33.6M Buy
318,795
+2,621
+0.8% +$299K 13.17% 4
2021
Q4 		$34.8M Buy
316,174
+3,649
+1% +$430K 12.95% 4
2021
Q3 		$37.4M Sell
312,525
-1,605
-0.5% -$204K 13.63% 4
2021
Q2 		$43M Sell
314,130
-1,080
-0.3% -$146K 14.99% 4
2021
Q1 		$42.1M Sell
315,210
-3,620
-1% -$441K 14.83% 4
2020
Q4 		$30.4M Buy
318,830
+95
+0% +$9.09K 11.41% 5
2020
Q3 		$30.1M Sell
318,735
-1,817
-0.6% -$179K 14.05% 5
2020
Q2 		$29.7M Buy
+320,552
New +$24.4M 14.43% 5

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Silver Heights Capital Management's PII Position: Q1 2026 in Review

Silver Heights Capital Management sold out of Polaris (PII) in Q1 2026, closing a stake of 210,272 shares — an estimated $13.3M sold.

Silver Heights Capital Management first reported a position in PII in Q2 2020 and held it in 23 quarters. The position peaked at $43M in Q2 2021. 446 funds tracked by Wall St. Rank hold PII as of Q1 2026.

  • Silver Heights Capital Management reported no remaining Polaris position as of Q1 2026 after selling out during the quarter.
  • Silver Heights Capital Management sold 210,272 Polaris shares in Q1 2026, an estimated $13.3M.
  • Silver Heights Capital Management first reported a position in Polaris in Q2 2020 and held it in 23 quarters.
  • Silver Heights Capital Management's Polaris position peaked at $43M in Q2 2021.
  • 446 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on Silver Heights Capital Management's 13F filing for Q1 2026, filed 13 May 2026.